The search functionality in the solution has shortcomings that can be improved in almost every area of the solution. The improvement of the solution's search functionality, particularly when it comes to the company's expense side where you have a bunch of different invoices from one company, can make it hard for a person to find an invoice that person wants to find because it doesn't necessarily let you filter by a specific amount or by a specific document number. The fact that the product doesn't necessarily allow for filtering is a pain when you want to dive deep into looking for something when you have a lot of invoices.

For the size of my organization, QuickBooks is useful for what it does. I don't think any additional features are needed in the solution.

The reporting in QuickBooks is terrible and there's no flexibility in it. It only has standard reports that you can modify slightly. In the end, I have to do a lot of exporting trial balances and create reports I need in Excel. It would be good if QuickBooks had the option to access a multi-entity company from a single login once it's set up and post transactions to any of them or among them. In addition, they should have a better financial report writer.

When it comes to any additional features, I cannot really think of anything specific since I don't use QuickBooks that much anymore. I have moved on from it. I only use it in a couple of places where it's well-suited, but I definitely would not purchase it today. 

It would be beneficial to enhance inventory and manufacturing features, as it currently depends on third-party applications like Fishbowl Inventory to address these specific needs. Better organization of open purchase orders is something to be improved as well.

In terms of expansion, we stopped using QuickBooks POS at some point because you can’t scale. We couldn’t scale to more than 32 locations when the business grew. The scalability, support and price could be improved.

As of right now, you cannot edit secondary lists in a batch feature. I would like to see that changed and that is one area of improvement that is high on my list of suggestions to them. The other would be just the importation of data. There's actually a really good third-party tool that I found that solves that problem.

The solution's import function can be quite complex and not as smooth. Importing data is a more complex process compared to the straightforward export feature.

The main issue we are facing is related to licensing and the need to review invoices and product-wise details for international clients. They want to see sales tax integrated into the product line, rather than as a separate item at the bottom, which many accounting software options don't offer. This confuses clients, especially when dealing with multiple products and tax rates. To address this, we often use tools like Accellar Apparel and Google Sheets to demonstrate how the calculations work. 

While the data protection is commendable, there is room for improvement in the dashboard. Occasionally, the dashboard does not meet expectations. One suggestion is to incorporate charts and visual elements when exporting reports, which would enhance user experience and provide more meaningful insights.

The only concern that I've always had, and it's been a consistent issue that I've heard from others, which is when a file is exported from QuickBooks Desktop and imported into QuickBooks Online, there are accounts that are inactivated or deleted and duplicated. I don't know if it's a bug in the system or what it is, but there's the chart of accounts and the issue is always in the chart of accounts.

Their bank feeds are not the greatest. This was one of the biggest reasons why I wanted to switch to the online version. In QuickBooks Desktop, you have to manually upload the bank feeds daily or wait until the end of the month and pull all of the data because, for some banks, there's no sync between the two.

The reporting is okay. That said, there's a lot of reporting that I can't do from within QuickBooks. Quite often, I have to extract the data out and then use Excel to manipulate it. Getting data into QuickBooks is quite easy since it integrates into a lot of things. However, some things don't always work as expected, so sometimes there's extra work required. Basically, the solution just needs more reporting and better reporting. 

Technical support could be easier to reach. 

I would like to have data conversion and upload applications included, without having to pay separately for them. For example, if I export bank account data to a CSV file, I then have to subscribe or pay for a service that will allow me to import that data as checks or deposits. QuickBooks allows for the direct import of List information only, and not journal entries, or financial account transactions (i.e. Individual cash, check, or credit card transactions).

In their journal entries, you cannot use Accounts Payable or Accounts Receivable more than once. For example, I owe company "A" $100, so company "A" is Accounts Payable, and I just want to list it one by one by one. If I want to add more companies, say, company "B" with $200, I can't list Accounts Payable in that entry. I would have to just say, company "A", $100, company "B", $200, Accounts Payable, $300." That's a shortcoming of it.

The ability to integrate outside apps is lacking (compared to the online versions) and ability to download bank transactions does not work as well as it should.

The area that I don't use as much is the area about reconciliation with the bank accounts. I do all of that manually. So, the area that they can probably improve upon is just better reconciliation with the bank accounts.

There are also a few little things that could be done better. For example, I'm running a 2019 desktop, and the support for it will go out of service at the end of May. They put these big red flags on your product that says you're out of the support window.

The customer response team is slow and sometimes causes the user to have a loss. Improving this would attract new users and help existing users utilize the software for optimum profitability.

Ease of usage, more options, and customizable areas, especially for Online QB, which needs more. Eventually, I see everything online, but it is almost as if they are only allowing us to use a limited version to keep the demand for the desktop versions.